Jonathan Satovsky

Jonathan Satovsky is a prominent financial expert and the Founder and Chief Behavioral Coach of Satovsky Asset Management, an independent boutique wealth management firm he established in 2007. With over 25 years of experience in the financial services industry, he focuses on leadership, coaching, and advanced financial planning, providing oversight across various client relationships and business operations.12

Professional Background

• Career at American Express: Before founding his firm, Jonathan spent over 13 years at American Express Financial Advisors, where he was recognized as one of the youngest top advisors and maintained a fiduciary mindset throughout his career.1
• Certifications: He holds multiple designations including:
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Private Wealth Advisor (CPWA®)
  • Certified Divorce Financial Analyst (CDFA®)
  • Certificate in Blockchain and Digital Assets℠ (DACFP)

Additionally, he has a Certificate in Applied Behavioral Finance from the Investments & Wealth Institute and participated in a Private Wealth Management Program at The Wharton School.1

Personal Interests

Outside of his professional life, Jonathan is dedicated to continuous learning and enjoys activities such as golf, skiing, tennis, and spending time outdoors with his dogs. He is also a proud alumnus of the University of Michigan.1

Recent Activities

Jonathan has recently been recognized as a finalist for the ThinkAdvisor Luminaries Awards in the Thought Leader of the Year category, highlighting his influence in the wealth management sector.2 He actively shares insights on financial wellness through his podcast series "Wisdom, Wealth, and Wellness," where he discusses key principles for mastering financial journeys.12